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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,231 | $87,132+160.8% | $105,624+115.1% | $80,959+180.7% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.8pp | 67.7%+9.4pp |
| Annual return | 13.10% | 17.03%-3.9pp | 116.20%-103.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,460 | $2,397+44.3% | $3,168+9.2% | $2,757+25.5% |
| Participant deferral / active EE | $9,124 | $3,985+128.9% | $5,013+82.0% | $4,300+112.2% |
| Admin fee / account holder | $47,285 | $8,449+459.7% | $10,961+331.4% | $6,925+582.8% |